ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 231 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,176,640 | +35.5% | 16,066 | +40.7% | 0.02% | +33.3% |
| Q2 2023 | $868,266 | +4.1% | 11,416 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $834,224 | +7.5% | 11,907 | -1.7% | 0.01% | 0.0% |
| Q4 2022 | $776,055 | -4.5% | 12,116 | -11.3% | 0.01% | -14.3% |
| Q3 2022 | $813,013 | +80.3% | 13,667 | +94.1% | 0.01% | +75.0% |
| Q2 2022 | $451,000 | -50.7% | 7,040 | -41.4% | 0.01% | -46.7% |
| Q1 2022 | $915,000 | – | 12,022 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 783,407 | $46,628,000 | 8.34% |
| Tower Wealth Partners, Inc. | 125,758 | $8,018,000 | 7.61% |
| Flagship Private Wealth, LLC | 84,917 | $5,054,000 | 5.22% |
| Drake & Associates, LLC | 141,757 | $8,437,000 | 4.80% |
| MY Wealth Management Inc. | 54,212 | $3,227,000 | 3.46% |
| Systelligence, LLC | 157,467 | $9,372,000 | 2.87% |
| USAdvisors Wealth Management, LLC | 68,908 | $4,101,000 | 2.10% |
| OneAscent Financial Services LLC | 51,564 | $3,069,000 | 1.22% |
| Barber Financial Group, Inc. | 64,629 | $3,847,000 | 1.12% |
| Bluesphere Advisors, LLC | 18,485 | $1,100,000 | 1.10% |